Investing During the Shutdown: Welcome to the ‘Land of Oz’
Washington has become the "Land of Oz run by the Munchkins," Citigroup’s Buiter says. Here’s what the shutdown could mean for your clients.
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 Million
Financial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.
How to Prepare Now for Sharply Rising Tax Rates
Affluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
Preparing Your Clients for Inevitable Tax Hikes
What does the supercommittee’s failure mean to your clients?
Morgan Stanley CFO: Raise Taxes on Wealthy
The U.S. cannot cut its "way to greatness," says Ruth Porat at a New York conference.
Advisors, Beware of Sharp Tax Increase in 2013, Expert Says
Government affairs expert Andrew Friedman offered a warning to financial advisors to prepare for a steep rise in taxes likely to take effect just one year from now.
Andrew Friedman Says Deficit Will Push U.S. Into Grim Economic Future
Addressing an elite audience of financial advisors at the IMCA conference on the day the U.S. government hit its debt ceiling, Friedman, an expert on government affairs, told a grim tale of rapidly deteriorating public finances amid political gridlock in Washington.
Merrill Lynch Webcast Panelists: Expect Rise in U.S. Taxes
Wealthier taxpayers, not corporations, likely to bear the burden, say members of a panel hosted by BofA's Merrill Lynch.
Merrill Lynch Webcast Panelists Expect U.S. Taxes to Rise
Merrill Lynch Wealth Management assembled a panel of experts for a Webcast on Monday, July 19, to discuss why they believe taxes will rise, what form these increases are likely to take and how higher rates may affect taxpayers.